TAX WITH SAX: Year End Planning
Watch as our in-house tax professionals break down key year-end planning strategies and opportunities under the One Big Beautiful Bill Act (OBBBA). This session covers what individuals, businesses, and advisors need to know as 2025 comes to a close—equipping you with timely insights to help minimize tax liability and prepare for the year ahead.
Featured Topics Include:
- Opportunity Zone Planning Pre and Post One, Big, Beautiful Bill Act
- Year-end tax planning considerations for individuals, trusts, and estates
- Key planning strategies for businesses
- Understanding the current state of the IRS
Whether you’re focused on personal tax planning or navigating complex considerations for your business, our experts provide guidance to help you make informed decisions heading into 2026.
Watch the Webinar
Date of Webinar
Monday, November 24, 2025
11:00AM – 12:00PM
Zoom Webinar
1 CPE credit provided.
Meet the Presenters
Mathew J. Giordano
Partner, Head of SAX Tax Controversy
Eddie Rivera
Partner, SAX Real Estate
Mayank R. Shah
Tax Director
Louis Calamunci
Tax Director